New South Capital Management’s Upland Software UPLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-88,709	Closed	-$1.27M	–	57
2025 Q4	$1.27M	Sell	88,709 -7,817	-8%	-$149K	0.06%	50
2025 Q3	$2.29M	Sell	96,526 -2,799	-3%	-$63.7K	0.1%	50
2025 Q2	$1.94M	Sell	99,325 -18,369	-16%	-$409K	0.09%	51
2025 Q1	$3.37M	Sell	117,694 -14,385	-11%	-$546K	0.16%	51
2024 Q4	$5.73M	Sell	132,079 -11,300	-8%	-$367K	0.24%	51
2024 Q3	$3.57M	Sell	143,379 -103	-0.1%	-$2.38K	0.15%	51
2024 Q2	$3.57M	Sell	143,482 -3,822	-3%	-$101K	0.16%	50
2024 Q1	$4.55M	Sell	147,304 -5,025	-3%	-$182K	0.19%	47
2023 Q4	$6.44M	Sell	152,329 -6,493	-4%	-$281K	0.28%	47
2023 Q3	$7.34M	Sell	158,822 -1,536	-1%	-$56K	0.35%	47
2023 Q2	$5.77M	Buy	160,358 +69,041	+76%	+$2.38M	0.26%	48
2023 Q1	$3.93M	Sell	91,317 -2,764	-3%	-$191K	0.18%	52
2022 Q4	$6.71M	Sell	94,081 -22,093	-19%	-$1.65M	0.31%	50
2022 Q3	$9.45M	Sell	116,174 -161	-0.1%	-$17.8K	0.46%	48
2022 Q2	$16.9M	Sell	116,335 -2,172	-2%	-$317K	0.77%	39
2022 Q1	$20.9M	Buy	118,507 +5,838	+5%	+$1.07M	0.78%	39
2021 Q4	$20.2M	Buy	112,669 +39,540	+54%	+$10.1M	0.67%	38
2021 Q3	$24.5M	Buy	73,129 +14,573	+25%	+$5.46M	0.85%	36
2021 Q2	$24.1M	Sell	58,556 -772	-1%	-$339K	0.67%	38
2021 Q1	$28M	Sell	59,328 -1,075	-2%	-$519K	0.82%	36
2020 Q4	$27.7M	Buy	60,403 +717	+1%	+$316K	0.92%	35
2020 Q3	$22.5M	Buy	59,686 +9,124	+18%	+$3.29M	0.85%	34
2020 Q2	$17.6M	Buy	50,562 +48,032	+1,898%	+$15M	0.62%	45
2020 Q1	$678K	Buy	+2,530	New	+$915K	0.03%	60